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Enterprise Products Partners

1,207 hedge funds and large institutions have $15B invested in Enterprise Products Partners in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 434 increasing their positions, 354 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $272M | Put options by funds: $150M

64% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 53

23% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 354

2% more funds holding

Funds holding: 1,1821,207 (+25)

0% more funds holding in top 10

Funds holding in top 10: 7070 (0)

0.19% less ownership

Funds ownership: 26.36%26.17% (-0.19%)

1% less capital invested

Capital invested by funds: $15.2B → $15B (-$157M)

Holders
1,207
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
18.95%
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
87
Increased
434
Reduced
354
Closed
53
Calls
$272M
Puts
$150M
Net Calls
+$122M
Net Calls Change
-$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
801
Forvis Mazars Wealth Advisors
Missouri
$369K
VCP
802
Verus Capital Partners
Arizona
$369K -$46.9K -1,793 -11%
DSC
803
Duncker Streett & Co
Missouri
$368K
CAI
804
Capital Advisors Inc
Oklahoma
$367K +$161K +6,150 +79%
SIA
805
Schear Investment Advisers
Ohio
$367K
RWP
806
RWA Wealth Partners
Massachusetts
$366K -$128K -4,884 -26%
ECM
807
Estabrook Capital Management
New York
$366K
PSFG
808
Prairie Sky Financial Group
Illinois
$365K +$362K +13,844 New
ACG
809
Allen Capital Group
Nebraska
$362K -$227K -8,701 -39%
VWA
810
Visionary Wealth Advisors
Illinois
$361K +$11.4K +435 +3%
KMWM
811
Keudell/Morrison Wealth Management
Oregon
$361K +$3.74K +143 +1%
CA
812
Continuum Advisory
Idaho
$361K -$33.8K -1,293 -9%
DWA
813
Douglass Winthrop Advisors
New York
$357K
MIM
814
MTM Investment Management
South Carolina
$355K +$69.8K +2,671 +25%
TC
815
Telemus Capital
Michigan
$353K -$10.1K -385 -3%
GIA
816
Gladstone Institutional Advisory
Florida
$351K +$41.8K +1,598 +14%
CAG
817
Csenge Advisory Group
Florida
$350K +$3.35K +128 +1%
FCH
818
Freestone Capital Holdings
Washington
$350K -$1.96K -75 -0.6%
NLP
819
Next Level Private
New York
$350K
WPC
820
White Pine Capital
Minnesota
$349K +$125K +4,795 +57%
BONH
821
Bank of New Hampshire
New Hampshire
$348K +$26.1K +1,000 +8%
FBT
822
First Bankers Trust
Kentucky
$348K
GMA
823
Glassy Mountain Advisors
Maryland
$348K +$345K +13,200 New
FCP
824
Fidelis Capital Partners
Florida
$347K +$75.1K +2,875 +28%
SL
825
Sentinus LLC
Illinois
$345K +$27.4K +1,048 +9%

EPD Hedge Fund Activity: Q2 2023 in Review

1,207 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2023, worth a combined $15B — down 1% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EPD positions and 53 closed out — a net gain of 34 holders — while 434 added to existing stakes and 354 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $105M. The largest seller was BlackRock, cutting an estimated $106M.

  • 1,207 institutional investors held Enterprise Products Partners (EPD) as of Q2 2023, up from 1,182 in Q1 2023.
  • Funds reported $15B of Enterprise Products Partners stock for Q2 2023, down 1% quarter-over-quarter.
  • 87 funds opened new Enterprise Products Partners positions in Q2 2023 and 53 closed out, a net change of +34 holders.
  • The largest Enterprise Products Partners buyer in Q2 2023 was Brookfield Corp, an estimated $105M added.
  • The largest Enterprise Products Partners seller in Q2 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2023.